UMB Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $15.2K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $115K | Buy |
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|
2023
Q1 | $60.9K | Sell |
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|
2022
Q4 | $104K | Sell |
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|
2022
Q3 | $184K | Buy |
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|
2022
Q2 | $189K | Sell |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $363K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $262 | Hold |
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|
2019
Q2 | $257 | Hold |
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|
2019
Q1 | $252K | Hold |
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|
2018
Q4 | $245 | Hold |
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|
2018
Q3 | $244K | Sell |
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|
2018
Q2 | $249K | Hold |
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|
2018
Q1 | $251K | Hold |
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|
2017
Q4 | $257K | Hold |
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|
2017
Q3 | $258K | Sell |
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|
2017
Q2 | $272K | Sell |
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|
2017
Q1 | $366K | Buy |
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|
2016
Q4 | $233K | Hold |
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|
2016
Q3 | $243K | Hold |
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|
2016
Q2 | $243K | Hold |
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|
2016
Q1 | $239K | Hold |
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|
2015
Q4 | $233K | Buy |
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